UGI Corporation
UGIC
UGIC was delisted on the 31st of May, 2024.
22 hedge funds and large institutions have $94.7M invested in UGI Corporation in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $92M → $94.7M (+$2.63M)
4% less funds holding
Funds holding: 23 → 22 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
+$4.93M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.41M |
| 3 |
BlackRock
New York
|
+$779K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$477K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.44M |
| 3 |
EC
Elequin Capital
New York
|
-$1.21M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$637K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$453K |
UGIC Hedge Fund Activity: Q1 2024 in Review
22 of the 6,962 institutional investors tracked by Wall St. Rank reported a position in UGI Corporation (UGIC) for Q1 2024, worth a combined $94.7M — up 2.9% from $92M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UGIC and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.
The largest buyer was Infrastructure Capital Advisors, adding an estimated $4.93M. The largest seller was Macquarie Group, exiting entirely with an estimated $3.24M sold.
- 22 institutional investors held UGI Corporation (UGIC) as of Q1 2024, down from 23 in Q4 2023.
- Funds reported $94.7M of UGI Corporation stock for Q1 2024, up 2.9% quarter-over-quarter.
- 3 funds opened new UGI Corporation positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest UGI Corporation buyer in Q1 2024 was Infrastructure Capital Advisors, an estimated $4.93M added.
- The largest UGI Corporation seller in Q1 2024 was Macquarie Group, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2024.